Marketing Automation

Real Estate Add-ons for Pipedrive coming!
Hi happy Pipedrives, Dominique here from Belgium! Yes we have been a little bit under the radar but we are deeply grinding on some new 'Real Estate' add-ons as an 3th party integrator on Pipedrive. * Home valuation automation * Create e-sign documents * Create brochures from your listings on auto-pilot * Publish to…
🆕 Campaigns Roadmap for 2022 (March update)
It is Almonzer 😊 Campaigns Group Product Manager, I am here to share with you some exciting news! As we are rolling out Campaigns to more and more users, we are getting questions from you asking about features such as Automations and Scheduling Campaigns. I am glad to share with you the highlight of our plans for 2022.…
Trigger Double opt-in request automatically
We have certain old contacts that have previously unsubscribed from our Marketing and then later signed up with us again. Currently, they stay as “unsubscribed” even though they have consented to Marketing through the new sign-up. According to PD support, we have to request a double opt-in confirmation. However, this is…
🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…
Sending follow-up email templates / CAMPAIGNS using workflows?
Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?: Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage…
New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
Integration between Apollo.io and Pipedrive
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…
Campaigns Email Sequencing?
Please curious if there’s a way to automate resending an e-mail to recipients after “X” number of days in the event they haven’t read/opened the prior sent e-mail? Or in other words, segment out the recipients who opened the original Campaigns email to remove them from a 2nd attempt… I did not see any options for this…
Find 3 closest products (homes) for new lead automatic follw up email
Hello Pipedrive Experts. We are selling real estate. For every new lead which we typically get as a question for some of our existing property, we would like to generate an email showing three or more similar properties nearby. We do have the list of all our properties in the Product tab. I.e. can I build an automation…
Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
Asking for advice: Hubspot<>Pipedrive Integration issues
Currently working on HubSpot and Pipedrive integration, but I've encountered several issues when it comes to lead routing: only the organization and deal objects are being created, but not the person associated. Also 2-way sync is limited only to fields that are "free-text" type, so I was suggested to clone fields that are…
Can/should Pipedrive Campaigns be used for cold email outreach?
Hello, PD community! 👋🏽 Like the title of this question says, I'm wondering if I can/should use Pipedrive's "Campaigns" functionality for cold email outreach or is it more suited for promotional/new letter-style campaigns. And if "Campaigns" is not intended for cold emails, what recommendations do you have for services…
Pipedrive and beyond
Hi everyone! We are Pipedrive elite partner SaaShop Inc. / Oy based on USA and Finland. If you need any help or want ideas on how to achieve your goals/needs feel free to ask. In our marketplace is multiple SaaS that already has integration for Pipedrive. So if you need solutions for leads, prospecting, calling, marketing…
Enhanced conditions in automations
I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this. I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue…
Re-Targeting
can Pipedrive or a software platform that works with PD process re-targeting data and retrieve addresses from pixel on the web to do followup postcards?
SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
ActiveCampaign recently updated it's pipedrive sync to be two way including filtering on import and
Does anyone have experience with this? Seems it's less than a month old https://help.activecampaign.com/hc/en-us/articles/360013357320 Seems to replace the need for outfunnel that many people mentioned. https://outfunnel.com/pipedrive-activecampaign-integration/ Would love some feedback on what the pros and cons of PD <->…
Marketing Automation: increase 30 day restriction
Hi there, We have been using Pipedrive campaigns for a while now & really like it. Well done! Have used quite a few different ones over the years. We this week have been testing marketing automation this week also & its great too. And so made decision to copy all over to Pipedrive. BUT we have hit a road block while…
Sign up to be an early Automated campaigns Beta user!
Starting July we will be releasing the first version of marketing automations for our customers. Our team is looking for users willing to be among the first to try the live functionality. We will be releasing the feature gradually, making sure that the sending of emails works as expected. Early adopters First users will…
When can we expect drip email campaigns support in Campaigns?
The Campaigns feature isn't as useful without the ability to create email flows, like how you can do in Klaviyo. I have clients waiting to try this out but I can't make progress without this functionality. Any info about the roadmap would help.
Workflow Automation Limits the Number of Emails we can Send
Just spoke with someone from PD´s team after we realized that a lot of our automated emails weren’t triggering. The explanation is that there is a rate limit set up now which prevents using the workflow automation to send multiple emails. We’d send from 20-100 at a time when moving deals down the pipeline. In the end, we’d…
Try the Customizable Whatsapp to PipeDrive integration
Hi people! Several months ago, I made a post about the WA<>Pipedrive integration that my team and I were working on. With help of the members of this community, we developed an integration that allows for flexible customizations - as simple as setting up a rule on Zapier. I invite you to try it out:…
Automated Email/Campaign Sequecences for Deals
Hey folks.. quick question about what Pipedrive is planning to do regarding automated email sequences for deals. I've been impressed with the SMS and email sequences that can be built out in Close.io Anyone know what's going to be possible with first release?
New: Added functionality inside Drag and drop editor 🚀
What: * Polish textual details with Title block * Embed video with Video block * Adjust design with Mobile design mode, for mobile opens For whom: All campaigns users 👏 When: Already released to all companies ✅ Knowledge base article update is already in progress ⏳, so soon you can read more about how to better use new…
How can I start an automation based on an incoming email from a specific contact and/or with a speci
Email automations required for Pipedrive Campaigns to be useful
It's difficult to consider Campaigns a marketing tool without the ability to create email automations that enter contacts into a preprogrammed string of emails when they meet criteria. I can't switch until that functionality is added. Calling a single email scheduled for later a "campaign" is a stretch.

Marketing Automation

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